Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
Sell
-2,856
Closed -$459K 1761
2025
Q3
$459K Buy
2,856
+230
+9% +$38.8K ﹤0.01% 1217
2025
Q2
$444K Sell
2,626
-397
-13% -$42.8K ﹤0.01% 1241
2025
Q1
$229K Buy
3,023
+67
+2% +$5.38K ﹤0.01% 1496
2024
Q4
$238K Sell
2,956
-272
-8% -$24.8K ﹤0.01% 1531
2024
Q3
$283K Sell
3,228
-144
-4% -$13K ﹤0.01% 1635
2024
Q2
$352K Sell
3,372
-9,287
-73% -$1.04M ﹤0.01% 1586
2024
Q1
$1.55M Buy
12,659
+9,111
+257% +$1.26M 0.01% 999
2023
Q4
$629K Sell
3,548
-926
-21% -$169K ﹤0.01% 1361
2023
Q3
$804K Buy
4,474
+338
+8% +$73.3K 0.01% 1205
2023
Q2
$946K Buy
4,136
+203
+5% +$37.2K 0.01% 1185
2023
Q1
$766K Sell
3,933
-990
-20% -$199K 0.01% 1300
2022
Q4
$807K Buy
4,923
+1,084
+28% +$217K 0.01% 1269
2022
Q3
$570K Sell
3,839
-17
-0.4% -$2.79K 0.01% 1424
2022
Q2
$567K Sell
3,856
-961
-20% -$211K ﹤0.01% 1519
2022
Q1
$1.27M Sell
4,817
-1,114
-19% -$224K 0.01% 1238
2021
Q4
$1.23M Buy
5,931
+2,009
+51% +$445K 0.01% 1276
2021
Q3
$457K Sell
3,922
-1,756
-31% -$155K ﹤0.01% 1778
2021
Q2
$442K Sell
5,678
-5,683
-50% -$471K ﹤0.01% 1878
2021
Q1
$824K Sell
11,361
-4,318
-28% -$223K 0.01% 1489
2020
Q4
$585K Buy
15,679
+1,127
+8% +$39.6K ﹤0.01% 1568
2020
Q3
$383K Buy
14,552
+4,386
+43% +$132K ﹤0.01% 1542
2020
Q2
$233K Buy
+10,166
New +$187K ﹤0.01% 1693
2020
Q1
Sell
-14,887
Closed -$480K 1865
2019
Q4
$480K Buy
14,887
+828
+6% +$24.8K ﹤0.01% 1608
2019
Q3
$397K Sell
14,059
-8,432
-37% -$258K ﹤0.01% 1723
2019
Q2
$791K Buy
22,491
+799
+4% +$26.8K 0.01% 1459
2019
Q1
$756K Sell
21,692
-666
-3% -$20K 0.01% 1512
2018
Q4
$503K Sell
22,358
-679
-3% -$19.7K ﹤0.01% 1673
2018
Q3
$741K Sell
23,037
-9,421
-29% -$314K 0.01% 1767
2018
Q2
$1.06M Sell
32,458
-19,409
-37% -$845K 0.01% 1580
2018
Q1
$2.43M Sell
51,867
-11,701
-18% -$527K 0.01% 1500
2017
Q4
$2.79M Sell
63,568
-176,147
-73% -$7.01M 0.01% 1420
2017
Q3
$9.12M Buy
239,715
+20,895
+10% +$703K 0.02% 721
2017
Q2
$5.97M Sell
218,820
-13,175
-6% -$339K 0.02% 922
2017
Q1
$6.86M Sell
231,995
-11,724
-5% -$407K 0.02% 846
2016
Q4
$8.94M Buy
243,719
+190,221
+356% +$6.89M 0.03% 708
2016
Q3
$1.83M Buy
53,498
+37,068
+226% +$1.34M 0.01% 1684
2016
Q2
$530K Sell
16,430
-14,857
-47% -$411K ﹤0.01% 2357
2016
Q1
$856K Buy
31,287
+213
+0.7% +$5.82K ﹤0.01% 2146
2015
Q4
$1.13M Buy
31,074
+10,835
+54% +$456K ﹤0.01% 2042
2015
Q3
$884K Sell
20,239
-10,447
-34% -$453K ﹤0.01% 2163
2015
Q2
$1.35M Sell
30,686
-5,256
-15% -$277K ﹤0.01% 2052
2015
Q1
$2.12M Sell
35,942
-11,222
-24% -$685K 0.01% 1727
2014
Q4
$3.13M Sell
47,164
-12,478
-21% -$714K 0.01% 1403
2014
Q3
$3.27M Sell
59,642
-6,075
-9% -$380K 0.01% 1425
2014
Q2
$3.92M Buy
65,717
+11,387
+21% +$624K 0.01% 1335
2014
Q1
$2.65M Sell
54,330
-5,892
-10% -$253K 0.01% 1552
2013
Q4
$2.44M Sell
60,222
-11,336
-16% -$380K 0.01% 1600
2013
Q3
$2.06M Buy
71,558
+57,310
+402% +$1.71M 0.01% 1602
2013
Q2
$409K Buy
+14,248
New +$429K ﹤0.01% 2513

Other funds holding CAR